Steward case

CASE-000343

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-33662workflow paused, state held

Side-by-side comparison

Incoming TPA-60402 against 3 candidate identities, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	TPATPA-60402incoming	#1MBR-019199Austin Kelly 0.831 rec. Best evidence: NameDate of birth	#2MBR-038531Austin Kelly 0.831 rec. Best evidence: NameDate of birth	#3MBR-016671Mark Kelly 0.643 rec. Best evidence: none ≥ 0.90
Name	Austin Kelly	Austin C Kelly	Austin C Kelly	Mark H Kelly
Date of birth	1978-10-18 10/18/78	1978-10-18	1978-10-18	1978-10-13
Member ID	— NULL	UHC-12653-84	—	UHC-20486-09
SSN	—	—	—	•••-••-3816
Phone	—	6745724897	—	2392338348
Email	— null	austin.kelly@icloud.com	—	—
Address	— null	7797 Mountain View Dr	—	9319 Main St
City / state / ZIP	— -, null	Nashville, TN, 37272	—	San Diego, CA, 92127
Group	—	GRP-3677	—	GRP-2255
Plan	— N/A	MEDICARE-ADV-B	—	SELECT-EPO
Sources, records	TPA1 record	ENR ×11 record	PRV ×11 record	ENR ×1TPA ×1PRV ×13 records

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-019199Austin Kelly0.83

Matched against ENR-130915, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

ENRENR-130915Austin Kelly1978-10-18Single record 1.00

▶#2MBR-038531Austin Kelly0.83

Matched against PRV-26969, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-26969Austin Kelly1978-10-18Single record 1.00

▶#3MBR-016671Mark Kelly0.64

Matched against ENR-131414, 2 fields compared, weighted score 0.644

Field	Similarity	Weight	Share	Note
Name	0.79	3	50%
Date of birth	0.50	3	50%	one_digit

Guard: noneConflicts: none

Records in this identity

ENRENR-131414Mark Kelly1978-10-13Scored 1.00
TPATPA-60582Mark Kelly1978-10-13Scored 1.00
PRVPRV-27078Mark Kelly1978-10-13Scored 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:394ca3e7e419
Escalated TPA-60402, top score 0.83, candidates MBR-019199, MBR-038531, MBR-016671

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Austin KellyMBR-019199, score 0.83, 1 recordLinkLink to Austin KellyMBR-038531, score 0.83, 1 recordLinkLink to Mark KellyMBR-016671, score 0.64, 3 recordsLinkConfirm as a distinct identityTPA-60402 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-33662
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-024804
Opened: 2026-10-19 19:54:36
Top score: 0.83